Strategic Planning
To support your growth, we offer Strategic Planning services that diagnose and determine a plan of action for the future. Our approach includes examining 18 different value drivers and other factors that may affect future value to improve the overall value proposition of the company. Our team works closely with you to identify opportunities and develop customized strategies that align with your vision for growth and expansion. Centered around your vision and goals, our strategic planning services include:
- Strategic Planning Facilitation
- Strategy Development
- Strategic Road Map and Initiatives
- Strategic Plan Implementation
- Leadership Development
- Coaching and Mentoring
- Succession Planning
Team
Patricia Malone
Dr. Patricia Malone is a CPA, CMA, and Certified Professional Facilitator. She works primarily with organizations and individuals to help them reach their highest potential through the practices of organizational development, strategy facilitation, leadership, and operational excellence. She has served as CFO, COO, and SR Transformation leader in both small and large private equity and publicly held organizations and has worked with teams all over the world to develop strategy, streamline and manage business processes, facilitate, and implement lean projects, and create and manage operational excellence programs. Dr. Malone’s dissertation research was focused on developing a theory and emergent framework of creating strategic capacity, which is defined as the ability of an organization or individual to obtain their vision, mission, and goals. To that end, she helps individuals and organizations create purpose and meaningful results for positive change.
She earned a Doctorate in Business (DBA) from Lawrence Technological Institute, an MBA in Finance and Marketing from The Ohio State University, and a BA in Accounting and Finance from Wright State University. In her free time, she adventures with her husband of 25 years and her two children, bikes, meditates, gardens, and hikes.
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